Winnebago Industries (WGO) Tops Q3 Earnings Estimates

Group 1: Earnings Performance - Winnebago Industries reported quarterly earnings of $0.81 per share, exceeding the Zacks Consensus Estimate of $0.79 per share, but down from $1.13 per share a year ago, indicating a decline in profitability [1] - The company achieved an earnings surprise of +2.53% for the quarter, while it met expectations in the previous quarter with earnings of $0.19 per share [1][2] - Over the last four quarters, Winnebago has surpassed consensus EPS estimates only once [2] Group 2: Revenue Analysis - Winnebago posted revenues of $775.1 million for the quarter ended May 2025, slightly missing the Zacks Consensus Estimate by 0.03%, and down from $786 million year-over-year [2] - The company has topped consensus revenue estimates just once over the last four quarters [2] Group 3: Stock Performance and Outlook - Winnebago shares have declined approximately 34.4% since the beginning of the year, contrasting with the S&P 500's gain of 3.6% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at $1.01 for the coming quarter and $1.73 for the current fiscal year [4][7] Group 4: Industry Context - The Building Products - Mobile Homes and RV Builders industry, to which Winnebago belongs, is currently ranked in the bottom 3% of over 250 Zacks industries, indicating a challenging environment [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Winnebago's stock performance [5]